Changes between Version 7 and Version 8 of projects/crm_review/usecases


Ignore:
Timestamp:
Sep 3, 2008, 2:35:58 PM (12 years ago)
Author:
Jamie McClelland
Comment:

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  • projects/crm_review/usecases

    v7 v8  
    4646I was able to create new fields and new groups very easily. I was impressed with being able to create groups either based on picking individuals to add or based on a query (for dynamic groups).
    4747
    48 I got stuck with events. I wanted to add a meeting event. However, CiviEvent seems like over kill and, when I tried to add an activity of type meeting, I was only able to specify a single user. The ability to add meetings for multiple users [http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+v2.0+(original+list) seems to have made it to a list of candidate features for 2.0], however, it doesn't seem to have made the cut. There's another [http://wiki.civicrm.org/confluence/display/CRM/Activity+Data discussion about re-doing activities] but it doesn't seem to include the feature of multiple-users for a single activity. It still may be possible, but will require more searching around.
     48I got stuck with events. I wanted to add a meeting event. However, CiviEvent seems like over kill and, when I tried to add an activity of type meeting, I was only able to specify a single user. The ability to add meetings for multiple users [http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+v2.0+(original+list) seems to have made it to a list of candidate features for 2.0], however, it doesn't seem to have made the cut. There's another [http://wiki.civicrm.org/confluence/display/CRM/Activity+Data discussion about re-doing activities] but it doesn't seem to include the feature of multiple-users for a single activity. It still may be possible, but will require more searching around. So, at this point, I'm not sure the best way to indicate that a collection of members attended a meeting and that one member was the facilitator.
    4949
    5050Not a big deal but... my first instinct was to find the household I wanted to add a contact to, however, when I found the household and click relationships, I could only choose from existing contacts. Adding the contact first, then adding the contact to the household was the right way to do it.
    5151
    5252CiviCRM comes with a "source" field to indicate (I think) where you met the contact. In some cases, a drop down might be preferred to enforce data integrity, however, that could be added as a custom field. I wonder how to make a CiviCRM defined field go away?
     53
     54I was really impressed with the membership status search capacity. In theory I should be able to create a group of expired members. In practice, though, I couldn't figure out how to expire a member. I tried changing the membership end date. I also tried creating a new membership with a membership end date in the past. In both cases the status remained new. I also tried manually running the cron job. Since I'm doing something that you really aren't supposed to do, I'm not sure if this is a bug or just CiviCRM refusing to be fooled.
     55
     56There's a way to put an email address on hold, but not phone. Good tools for indicating preferred phone and email, however, not built-in for best time to contact (could be easily added as custom field).
     57